topic HubSpot for Customer Success in 💬 RevOps Discussions

HubSpot for Customer Success

Smanstey — Mon, 19 Feb 2024 10:14:23 GMT

Hey all - I am aware that some people use Custom Objects to display customer insights for Customer Success. Is there anyone around who has some notes / guidelines on doing this and how I can set it up for our team?

Re: HubSpot for Customer Success

Jonas_De_Mets — Mon, 19 Feb 2024 19:29:34 GMT

Hi @Smanstey,
What kind of custom objects are you looking to create for the Customer Success team?
Some information might be captured as custom properties on the company level as well.
In my experience Arrows has some good content on using HubSpot for Customer Success:

https://arrows.to/resources/choosing-the-right-hubspot-object-for-customer-onboarding

Hope this helps!

Best regards,
Jonas De Mets
HubSpot Revenue Operations & Co-Founder @ Koalify

Re: HubSpot for Customer Success

Jnix284 — Mon, 11 Mar 2024 16:25:04 GMT

Hi @Smanstey it would be helpful to understand what type of customer success data you're trying to capture to determine if a custom object would be best or if a CRM card might be a better option.

Re: HubSpot for Customer Success

BenHeinkel — Thu, 05 Mar 2026 07:19:52 GMT

Hi @Smanstey
We've done quite a bit of research over the last year compiling best practices for setting up HubSpot for use with customer success teams and the only time where we've seen custom objects being used is for handling onboarding with the new custom Projects object. It obviously depends on what kind of data you are tracking, but one can already do a huge amount with custom properties.
All the research we've collected has gone into this HubSpot for CS ebook that you might find useful - HubSpot is powerful, and very customizable, so there's a lot of things you can do even with just the basic starter and pro plans. The new(ish) Customer Success Workspace is fantastic as well, that's worth looking into.